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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$567K +$30.2K +2,061 +6%
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$560K +$4.68K +319 +0.8%
BCWM
53
Bartlett & Co Wealth Management
Ohio
$541K +$14.7K +1,000 +3%
BC
54
Bartlett & Co
Ohio
$539K +$14.7K +1,000 +3%
MM
55
Main Management
California
$533K
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$533K +$8.51K +580 +2%
BRWM
57
B. Riley Wealth Management
Tennessee
$521K
HighTower Advisors
58
HighTower Advisors
Illinois
$488K +$11.3K +773 +2%
CRC
59
Curi RMB Capital
Illinois
$456K -$226K -15,384 -33%
JWCA
60
J.W. Cole Advisors
Florida
$426K +$429K +29,249 New
SWP
61
Stratos Wealth Partners
Ohio
$394K +$2.99K +204 +0.8%
MA
62
MUFG Americas
New York
$388K +$51.3K +3,500 +15%
ECM
63
Evergreen Capital Management
Washington
$332K
FAT
64
First American Trust
California
$331K +$25.3K +1,727 +8%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$326K +$107K +7,282 +48%
DAS
66
Dynamic Advisor Solutions
Arizona
$315K +$103 +7 +0%
PA
67
Parallel Advisors
California
$309K
Stifel Financial
68
Stifel Financial
Missouri
$306K +$130K +8,881 +73%
SIA
69
Sit Investment Associates
Minnesota
$298K -$3.65M -248,938 -92%
CIA
70
Choate Investment Advisors
Massachusetts
$298K
IC
71
IEQ Capital
California
$291K
AAS
72
Avantax Advisory Services
Texas
$281K +$282K +19,244 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$274K +$16.5K +1,122 +6%
UCFA
74
United Capital Financial Advisors
Texas
$270K -$212K -14,450 -44%
KJWM
75
Kiley Juergens Wealth Management
Washington
$270K